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MS Dynamics CRM - MS Dynamics NAV

Overview

  • Rapidi offers a standard solution for integrating MS Dynamics CRM 4.0 and MS Dynamics NAV.
  • The standard solution consists of a predefined setup of a number of Transfers in your RapidiOnline service. 
  • In general, the standard solution has been designed to cause a minimal change in your MS Dynamics NAV and your MS Dynamics CRM - we only need a few fields added to some tables/objects.

Changes needed to accommodate the standard transfer setup for a solid MS CRM-MS Dynamics NAV integration.

  1. Extra fields to ensure a solid integration: Add an extra field (Fieldname: ExternalID txt 30) to the following tables in MS Dynamics NAV: 
    • Customer 
    • Salesperson/Purchaser
    • Contacts
  2.  Add an extra field to the following objects in MS Dynamics CRM (needed only if you want to create Customers in NAV)

MS Dynamics CRM TableFieldnameData TypeRemarks
Accountmsa_rapidi_new_account_number__cAutonumberAutonumber field to contain a Number to be used as Customer No. in NAV.) Autonumber functionality can be found at crmextensions.com called "Counter"
Accountmsa_rapidi_transferred__cDate/timeDate/time: field to contain a timestamp that can be used as filter to not transfer the same Account twice and as information of when this Account was transfered from CRM to NAV

 Pricebook currency handling:

  • The Pricebook, currencyinfo, etc, is based on US Dollars by default. Edit the fieldlist in the following transfers if you want to change this to another currency:
Transfer ITEM01_ITEM
##DBLOOKUP('DESTDS','pricelevel','Name','US Pricelist','pricelevelid')
Example of change to Euro: ##DBLOOKUP('DESTDS','pricelevel','Name','Euro Pricelist','pricelevelid')

Transfer PRICEBOOK_CRM_ADD
##DBLOOKUP('DESTDS','transactioncurrency','currencyname','US Dollar','transactioncurrencyid')
Example of change to Euro: ##DBLOOKUP('DESTDS','transactioncurrency','currencyname','Euro','transactioncurrencyid')

Transfer CONTACT01_CRM_ADD 'Default Price List' is used as default.
##DBLOOKUP('DESTDS','pricelevel','Name','Default Price List','transactioncurrencyid')
Example of change to another pricelist: ##DBLOOKUP('DESTDS','pricelevel','Name','Euro Pricelist','transactioncurrencyid')

NOTE: The pricelist name refers directly to the Price list name in MS Dynamics CRM.